Analysis of Reddit Claim on Oracle & Vertiv Data Center Cooling Efficiency Contradictions

On November18,2025, a Reddit post claimed Oracle’s data centers use inefficient cooling leading to obsolescence and recommended put options on ORCL and VRT [1]. This claim contradicts Oracle’s published Power Usage Effectiveness(PUE) of1.15(industry-leading) and their use of advanced cooling tech(e.g., liquid cooling for AI racks at Frontier campus) [2][5]. Vertiv, a leader in AI cooling solutions, reported 60% YoY order growth in Q32025, reflecting strong demand for their liquid cooling services [3][0]. The data center cooling market is projected to grow at 10.2% CAGR(2025-2034) driven by AI workloads [4].

• The Reddit post ignores ORCL’s investments in AI-specific cooling infrastructure and VRT’s dominant position in the growing AI cooling sector [2][3].
• ORCL’s analyst consensus target of $365(65.5% upside) and VRT’s $196 target(18.9% upside) indicate bullish market sentiment [0].
• Liquid cooling adoption for high-density AI racks(20% of new builds in2025) aligns with VRT’s growth trajectory [5].

• Risks
  : Bearish bets on ORCL/VRT contradict published efficiency metrics and strong order growth; shorting VRT carries high risk due to its market leadership [0][3].
• Opportunities
  : The growing cooling market presents opportunities in liquid cooling components and renewable energy for data centers [4].

• ORCL: P/E=50x, ROE=66.28%, PUE=1.15,59.5% Buy ratings [0][1].
• VRT: Q32025 orders up60% YoY, backlog $9.5B,94.7% Buy ratings [0][3].
• Market Trend: Liquid cooling adoption rising for AI workloads, driving sector growth [4][5].